Tax Loss Harvesting and Direct Indexing | Balance Wealth Webinar Series
October 15, 2024
In this webinar, Chief Investment Officer Nic Gookin breaks down how tax loss harvesting and direct indexing can help you keep more of your money by potentially boosting your after-tax returns by 1–2% annually. He shares real-world examples, explains why mutual funds can create surprise tax bills, and shows how direct indexing gives you greater control over your portfolio’s tax efficiency.
Are you tired of paying more taxes than you need to? In this webinar, our Chief Investment Officer Nic Gookin reveals the powerful strategies of tax loss harvesting and direct indexing that can add 1-2% to your portfolio value every year!
📌 Chapters for Easy Navigation:
[2:12] What is tax loss harvesting and how does it work to offset gains and lower your tax bill?
[10:30] The problems with mutual funds – how they can force you to pay taxes even when your portfolio is down!
[15:00] Real-world examples of the benefits of tax loss harvesting – up to 2% added portfolio value annually
[20:00] What is direct indexing and how does it supercharge tax loss harvesting opportunities?
[30:00] Considerations and trade-offs of implementing direct indexing
[39:00] Comparing direct indexing to ETFs – the pros and cons
Don’t miss out on this powerful tax optimization strategy! Watch the full webinar now.
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